Mission Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Mission Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$494K	Buy	1,288 +180	+16%	+$71.5K	0.01%	491
2025 Q4	$399K	Buy	1,108 +184	+20%	+$64.6K	0.01%	542
2025 Q3	$301K	Buy	924 +121	+15%	+$35.8K	0.01%	597
2025 Q2	$224K	Buy	+803	New	+$186K	﹤0.01%	642

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Mission Wealth Management's SMH Position: Q1 2026 in Review

Mission Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 16% in Q1 2026, buying an estimated $71.5K and bringing the position to 1,288 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #491.

Mission Wealth Management first reported a position in SMH in Q2 2025 and has held it in 4 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Mission Wealth Management held 1,288 shares of VanEck Semiconductor ETF worth $494K as of Q1 2026.
Mission Wealth Management bought 180 VanEck Semiconductor ETF shares in Q1 2026, an estimated $71.5K.
VanEck Semiconductor ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #491 holding.
Mission Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.